The agenda for the NW Summit for Financial Professionals will be confirmed shortly.

A refund will be available until April 25, 2020 if the agenda does not meet attendee’s expectations. Please participate in advanced registration to receive the early bird discount. As session speakers and topics are confirmed, the agenda will be modified and email notices will be sent to inform invitees of these changes. Once registration is completed, an agenda can be modified at any time. To cancel your registration due to agenda expectations please contact the event administrator at


  • Wednesday, May 6, 2020
    5:00 PM  -  7:00 PM
    Welcome Reception
    Help kick off the Northwest Summit with unforgettable fun! Enjoy networking with industry peers without worrying about picking up the tab.
  • Thursday, May 7, 2020
    7:30 AM  -  8:00 AM
    Registration, Networking & Continental Breakfast

    Join industry peers prior to the conference to network and enjoy a continental breakfast. Welcome comments and educational sessions will immediately follow.

    8:00 AM  -  5:30 PM
    Advanced Conference Registration

    Advanced registration is now open. A detailed conference agenda will be available shortly.

    The 2020 NW Summit for Financial Professionals is your ticket to the financial industry’s leading educational content and networking opportunities. A one-day format will exceed your expectations with an exceptional food and venue, efficient agenda, as well as continuing educations credits. The new single day program has allowed an opportunity for attendees to participate at an admission price of $149 practitioner and $249 service provider that can’t be beat.

    This conference is designed for financial professionals in all levels of management. It is a great introduction for those entering the field as well as a continued source of vital information for more experienced providers of treasury management services. Each year 200+ professionals from a variety of industries attend.

    Keynote speakers include:

    • Rashmi Airan, TEDx Speaker, Consultant, and Advocate (
    5:30 PM  -  7:30 PM
    Platinum Party
    Celebrate a successful conference and join the NW Summit for an evening of platinum service and peer networking without worrying about picking up the tab!